Do You Have A Simple, Practical Process For Sales Planning?

When Sales Leaders talk to us about sales planning challenges, we typically hear that it’s complicated and time consuming.

It’s our point of view that sales managers and salespeople need a practical process to create an individual sales plan. We want to share five keys with you:

  1. Capture your plan on 1 page. This format helps you focus on your professional vision, key goals, and tactics for the year.
  2. Your individual plan must align UP. Your goals must link directly to the overall sales strategy.
  3. Make it 80% professional + 20% personal. Sales Managers will understand their salespeople better and have a more complete picture of what motivates them at work and beyond.
  4. Do it as a team. Have a half-day workshop where you’re working through the individual plans as a team, so that your salespeople can share ideas and learn from each other.
  5. Weave individual sales plans into your one-on-ones. While this may seem simple, it’s a step many Sales Managers admit they fail to execute.

Watch Tim Magwood, Founder, Fusion Learning, discuss the 5 keys to developing individual sales plans:

 

Scott Gilmore

Scott Gilmore is the SVP Sales and Marketing of Fusion Learning Inc., recognized by Selling Power as one of the Top 20 Sales Training Companies in North America.
For more information, please call Scott at 416.424.2316

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About Scott Gilmore

Scott Gilmore is the SVP Sales and Marketing of Fusion Learning Inc., recognized by Selling Power as one of the Top 20 Sales Training Companies in North America. For more information, please call Scott at 416.424.2316

117 thoughts on “Do You Have A Simple, Practical Process For Sales Planning?

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